I have recently been spending some time trying to better understand what is possible with Advanced Search formulas, and I am curious to hear what others have created and are actively using.
Most of my world lives in scheduling and work tickets, so anything that helps visualize workload or organize the schedule better is extremely helpful.
One formula that has been a big help for me was creating a way to see scheduled visits grouped by week. It has made reviewing workload and planning much easier.
Example:
Formula Name: Work Ticket Week
DATEPART(WEEK, [ScheduledStartDate])
Once grouped, it allows me to quickly see visits by week and drill down into the details. For someone living in the scheduling board every day, this has been really helpful.
Since discovering that one, I have honestly been a bit stuck and have not been able to come up with others that add the same kind of operational value.
So I wanted to ask the community:
- What Advanced Search formulas are you using?
- Any good examples specifically for work tickets or scheduling?
- Anything that helped you see your data in a better way?
I feel like there is a lot of potential here, and I would love to learn from what others have built and are using in their day-to-day workflows.